danieltniles

...elTNiles 1h Awesome that @JensenHuang is now on X. Great commentary on Openweights. Interesting that $... Dan Niles @DanielTNiles 1h Awesome that @JensenHuang is now on X. Great commentary on Openweights. Interesting that $META & $MSFT (owns ~27% OpenAI) is in the list of logos but OpenAI, Anthropic & the two other big public cloud hyperscalers, $AMZN & $GOOGL are not. Seems like battle lines have been drawn. Jensen Huang @JensenHuang 5h For my first post, I’m sharing a letter @nvidia signed

...n X. Great commentary on Openweights. Interesting that $... Dan Niles @DanielTNiles 1h Awesome that @JensenHuang is now on X. Great commentary on Openweights. Interesting that $META & $MSFT (owns ~27% OpenAI) is in the list of logos but OpenAI, Anthropic & the two other big public cloud hyperscalers, $AMZN & $GOOGL are not. Seems like battle lines have been drawn. Jensen Huang @JensenHuang 5h For my first post, I’m sharing a letter @nvidia signed on why open models matter. AI will transform e

Post highlights Nvidia/Jensen Huang endorsing open models (“open weights”) and observes which companies’ logos appeared on the open-model letter: META and MSFT did, while OpenAI, Anthropic, AMZN, and GOOGL did not. Source frames this as “battle lines” in AI model openness. Actionability is moderate: it’s a narrative/positioning signal rather than a discrete financial catalyst, but it can inform near-term relative positioning across AI ecosystem names (open vs closed stacks).

Post highlights Nvidia/Jensen Huang endorsing open models (“open weights”) and observes which companies’ logos appeared on the open-model letter: META and MSFT did, while OpenAI, Anthropic, AMZN, and GOOGL did not. Source frames this as “battle lines” in AI model openness. Actionability is moderate: it’s a narrative/positioning signal rather than a discrete financial catalyst, but it can inform near-term relative positioning across AI ecosystem names (open vs closed stacks).

Post highlights Nvidia/Jensen Huang endorsing open models (“open weights”) and observes which companies’ logos appeared on the open-model letter: META and MSFT did, while OpenAI, Anthropic, AMZN, and GOOGL did not. Source frames this as “battle lines” in AI model openness. Actionability is moderate: it’s a narrative/positioning signal rather than a discrete financial catalyst, but it can inform near-term relative positioning across AI ecosystem names (open vs closed stacks).

Post highlights Nvidia/Jensen Huang endorsing open models (“open weights”) and observes which companies’ logos appeared on the open-model letter: META and MSFT did, while OpenAI, Anthropic, AMZN, and GOOGL did not. Source frames this as “battle lines” in AI model openness. Actionability is moderate: it’s a narrative/positioning signal rather than a discrete financial catalyst, but it can inform near-term relative positioning across AI ecosystem names (open vs closed stacks).

Post highlights Nvidia/Jensen Huang endorsing open models (“open weights”) and observes which companies’ logos appeared on the open-model letter: META and MSFT did, while OpenAI, Anthropic, AMZN, and GOOGL did not. Source frames this as “battle lines” in AI model openness. Actionability is moderate: it’s a narrative/positioning signal rather than a discrete financial catalyst, but it can inform near-term relative positioning across AI ecosystem names (open vs closed stacks).

Post highlights an Intel earnings beat vs consensus, raised capex, and guides Q3 EPS up materially. Speaker prefers “infrastructure beneficiaries” (margin expanders) over “spenders” in a capex upcycle; explicit cashtag only for $INTC, so investable implication is primarily bullish INTC post-earnings/capex-cycle framing.

Post evaluates $GOOGL after results/updates: despite revenue beat and very strong Google Cloud Platform growth/backlog, higher capex implies worse CY26 ROIC and there was a search revenue miss plus reported/estimated FCF burn. Net tone: valuation/return profile pressured near-to-mid term despite cloud positives.

Speaker expects NVDA to report a “large beat & raise” on 5/22, attributing it to increased supply availability from TSM. Despite that, he expects only a small positive stock reaction because expectations are already extremely high, while noting NVDA is ~15% below its 5-year average forward P/E.

Speaker expects NVDA to report a “large beat & raise” on 5/22, attributing it to increased supply availability from TSM. Despite that, he expects only a small positive stock reaction because expectations are already extremely high, while noting NVDA is ~15% below its 5-year average forward P/E.

Post (truncated) notes $NVDA became the 2nd most valuable company and states a longer-term belief that Nvidia revenues could roughly triple over the next 3–4 years. No explicit valuation, entry/exit, or catalyst details are included in the provided text.